Financial Institutions, Inc. (FISI) Ownership
FISI ownership summary
as of October 18, 2026- Institutions
- 81.4% of shares outstanding
- Insiders
- 2.58% of shares outstanding
- Shares outstanding
- 19.7M
- Float
- 17.3M shares available to trade
- Short interest
- 4.14% 796K shares short
- Days to cover
- 5.78 short interest up 19.6% vs prior month
- Institutions 81.41%
- Insiders 2.58%
- Other investors 16.01%
FISI top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | PL Capital Advisors, LLC | 9.22% | 1.8M | $71.4M | — | June 30, 2026 |
| 2 | BlackRock Inc | 8.46% | 1.7M | $65.5M | +189,188 (+12.8%) | June 30, 2026 |
| 3 | Dimensional Fund Advisors, Inc. | 5.09% | 1.0M | $39.4M | +44,814 (+4.7%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.27% | 841K | $33.1M | +5,628 (+0.7%) | June 30, 2026 |
| 5 | Adage Capital Partners Gp LLC | 4.24% | 835K | $32.8M | −113,472 (−12.0%) | June 30, 2026 |
| 6 | Acadian Asset Management LLC | 3.01% | 593K | $23.3M | +38,763 (+7.0%) | June 30, 2026 |
| 7 | State Street Corp | 3.01% | 592K | $23.3M | +13,374 (+2.3%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.98% | 587K | $23.1M | +18,028 (+3.2%) | June 30, 2026 |
| 9 | Ategra Capital Management LLC | 2.86% | 564K | $22.2M | — | June 30, 2026 |
| 10 | Two Sigma Investments LLC | 2.32% | 457K | $18.0M | +182,358 (+66.4%) | June 30, 2026 |
| 11 | JPMorgan Chase & Co | 2.06% | 405K | $15.9M | +162,059 (+66.7%) | June 30, 2026 |
| 12 | American Century Companies Inc | 1.77% | 350K | $13.7M | +261,850 (+298.4%) | June 30, 2026 |
| 13 | Vanguard Portfolio Management, LLC | 1.33% | 263K | $10.3M | +50,106 (+23.5%) | June 30, 2026 |
| 14 | AQR Capital Management LLC | 1.28% | 251K | $9.9M | +93,488 (+59.2%) | June 30, 2026 |
| 15 | Hillsdale Investment Management Inc. | 1.26% | 249K | $9.8M | +16,120 (+6.9%) | June 30, 2026 |
| 16 | AllianceBernstein L.P. | 1.24% | 245K | $9.6M | −7,968 (−3.1%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.19% | 235K | $9.2M | −25,807 (−9.9%) | June 30, 2026 |
| 18 | The Goldman Sachs Group Inc | 1.10% | 216K | $8.5M | −29,066 (−11.9%) | June 30, 2026 |
| 19 | Hotchkis & Wiley Capital Management LLC | 1.01% | 200K | $7.8M | −2,800 (−1.4%) | June 30, 2026 |
| 20 | Qube Research & Technologies | 0.98% | 194K | $7.6M | +126,187 (+186.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 1.2M shares and 5 cut 179K.
FISI top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.02% | 595K | $23.4M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.78% | 549K | $21.6M | +7,907 (+1.5%) | September 30, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.09% | 412K | $16.2M | +1,488 (+0.4%) | September 30, 2026 |
| 4 | Fidelity Small Cap Index | 1.11% | 218K | $8.6M | +2,497 (+1.2%) | July 31, 2026 |
| 5 | State Street® SPDR® S&PRgnllBkgETF | 1.09% | 215K | $8.4M | +6,400 (+3.1%) | September 30, 2026 |
| 6 | DFA US Small Cap Value I | 1.08% | 212K | $8.4M | +13,645 (+6.9%) | August 31, 2026 |
| 7 | iShares Russell 2000 Value ETF | 0.98% | 194K | $7.6M | +294 (+0.2%) | September 30, 2026 |
| 8 | DFA US Targeted Value I | 0.65% | 127K | $5.0M | — | August 31, 2026 |
| 9 | Vanguard Russell 2000 ETF | 0.57% | 113K | $4.5M | +2,762 (+2.5%) | August 31, 2026 |
| 10 | Schwab US Small-Cap ETF™ | 0.52% | 103K | $4.0M | +63 (+0.1%) | September 30, 2026 |
| 11 | Dimensional US Targeted Value ETF | 0.52% | 101K | $4.0M | +26 (+0.0%) | September 30, 2026 |
| 12 | EA Bridgeway Omni Small-Cap Value ETF | 0.51% | 100K | $3.9M | — | September 30, 2026 |
| 13 | JPMorgan Small Cap Value I | 0.49% | 97K | $3.8M | — | August 31, 2026 |
| 14 | Fidelity Extended Market Index | 0.47% | 92K | $3.6M | −4,744 (−4.9%) | August 31, 2026 |
| 15 | JPM Glbl Eq Abs Alp I2 perf acc USD | 0.47% | 92K | $3.6M | — | August 31, 2026 |
| 16 | DFA US Small Cap I | 0.44% | 87K | $3.4M | — | August 31, 2026 |
| 17 | First Trust Dow Jones Sel MicroCap ETF | 0.43% | 86K | $3.4M | — | September 30, 2026 |
| 18 | Dimensional US Small Cap Value ETF | 0.42% | 83K | $3.3M | +86 (+0.1%) | September 24, 2026 |
| 19 | RMB Mendon Financial Services A | 0.38% | 75K | $2.9M | — | August 31, 2026 |
| 20 | Scotia Wealth Quant Glbl Sm Cp Eq Pl KM | 0.37% | 74K | $2.9M | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
FISI insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2024-12-13 | Kevin B Quinn | Buy | $25.00 | 400 | $10,000 |
| 2024-12-13 | Robert N Latella | Buy | $25.00 | 4,000 | $100,000 |
| 2023-05-08 | Samuel M Gullo | Buy | $15.94 | 2,000 | $31,880 |
| 2023-05-04 | Robert N Latella | Buy | $15.06 | 10,000 | $150,600 |
| 2023-05-03 | Martin Kearney Birmingham | Buy | $16.25 | 1,500 | $24,375 |
| 2023-05-03 | Samuel J Burruano Jr | Buy | $15.82 | 1,000 | $15,820 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
FISI shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns FISI
Institutional investors own 81.4% of Financial Institutions's shares and insiders 2.58%. The largest holder is PL Capital Advisors, LLC with 9.22% of the shares (1.8M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 5 reduced their stake in the latest filings. Short interest is 4.14% of the float, or 5.78 days of average trading volume. The share count rose 44.0% since 2014.
Related: FISI analyst forecast, FISI key metrics, FISI dividend history. See the FISI stock overview for the latest quote and news.
FISI ownership FAQ
Who owns the most Financial Institutions stock?
The largest shareholders of Financial Institutions are PL Capital Advisors, LLC (9.22%), BlackRock Inc (8.46%), Dimensional Fund Advisors, Inc. (5.09%), Vanguard Capital Management, LLC (4.27%), Adage Capital Partners Gp LLC (4.24%).
What percentage of Financial Institutions is owned by institutions?
Institutions hold 81.4% of Financial Institutions's shares outstanding; insiders hold 2.58%.
Which funds own Financial Institutions?
The largest fund holders of Financial Institutions are Vanguard MStar Total Stk Mkt Idx Invest (3.02%), iShares Russell 2000 ETF (2.78%), Avantis US Small Cap Value ETF (2.09%), Fidelity Small Cap Index (1.11%), State Street® SPDR® S&PRgnllBkgETF (1.09%).
What is Financial Institutions's short interest?
796K shares of Financial Institutions were sold short, 4.14% of the float; at the average daily volume it would take 5.78 days to cover.
Are insiders buying or selling Financial Institutions?
Of the latest 6 reported insider transactions in Financial Institutions (since May 3, 2023), 6 were purchases and 0 were sales.
How many shares of Financial Institutions are outstanding?
Financial Institutions has 19.7M shares outstanding, of which 17.3M are in the public float.